$11MM AUM | $80,000 GDC in Clackamas, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Clackamas, OR, US
Profile Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$11,500,000.00
Gross Revenue
$80,000.00
# of Accounts
70
Avg Client Age
68
Overview

Heavily credentialed fee-only financial planner with state-registered RIA exploring opportunities to join/merge with a larger firm. Seeking continuity for my clients, the opportunity to put my toolbox of credentials and skills to greater use, and to contribute to a larger team instead of being the lone ranger.

My RIA is a financial planning and investment management firm specializing in the retirement transition (both financial and non-financial facets) and providing tactical discretionary portfolio management for clients.

We serve 31 client households with ~$11.5 Regulatory AUM (discretionary and non-discretionary) plus non-managed AUA of ~$2.8M most of which involves 3(21) consulting services to sponsors of four small 401(k) plans. Fixed project or hourly consulting engagements are also selectively provided.

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